AssetMark Inc
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AssetMark Inc’s DXP Enterprises DXPE Stock Holding History

AssetMark Inc’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$725 Buy
+4
New +$716 ﹤0.01% 3309
2018
Q1 		– Sell
-6
Closed – – 1559
2017
Q4 		$0 Buy
+6
New +$175 ﹤0.01% 1928

Other funds holding DXPE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

AssetMark Inc's DXPE Position: Q3 2026 in Review

AssetMark Inc opened a new position in DXP Enterprises (DXPE) in Q3 2026: 4 shares worth $725. The stake represents ﹤0.01% of the portfolio and ranks #3309 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in DXPE as recently as Q4 2017.

AssetMark Inc first reported a position in DXPE in Q4 2017 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

  • AssetMark Inc held 4 shares of DXP Enterprises worth $725 as of Q3 2026.
  • DXP Enterprises was a new AssetMark Inc position in Q3 2026.
  • DXP Enterprises made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3309 holding.
  • AssetMark Inc first reported a position in DXP Enterprises in Q4 2017 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.